Softyplanning
Simplified management of interventions and invoicing.
Softyplanning
Optimized planning and monitoring for service companies.
Softyplanning
Automation of administrative tasks in the cleaning sector.
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SoftyPlanning

Gain agility

SoftyPlanning is an innovative software for planning and invoicing interventions designed to optimize your business management. Our solution allows you to gain reactivity at all levels, whether commercial, production or management, while minimizing the time spent in front of the computer. Thanks to its user-friendly interface and its features SoftyPlanning puts the power of computing at your service to simplify your daily tasks and boost your productivity.

SoftyPlanning

Boost Your Agility

SoftyPlanning is an innovative software for planning and invoicing interventions designed to optimize your business management. Our solution allows you to be more responsive at all levels, whether commercial, production, or management, while minimizing time spent in front of the computer. With its user-friendly interface and rich features, SoftyPlanning harnesses the power of computing to simplify your daily tasks and boost your productivity.

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Client Management, Invoicing and Services
Efficient and Centralized Management
Client Management, Invoicing and Services

SoftyPlanning helps you organize your clients and sites, generate quotes and invoices, and track payments easily and quickly. Centralize all important information in an intuitive dashboard, improve your efficiency, and optimize your administrative processes. Additionally, you can send invoices by email with a single click, simplifying exchanges with your clients and speeding up payments.

Staff Management
Track information and availability of your staff in real time.

SoftyPlanning facilitates quick replacements of staff in case of absence, ensuring continuity of interventions.

Gestion des Personnels
Client Management
Manage your clients and intervention sites in a centralized manner.

Create detailed records for each client and site, with the ability to add photos and other relevant information for effective tracking.

Gestion des Clients
Invoicing
Manage your invoices easily.

Invoice each client according to their needs. With SoftyPlanning, send your invoices by email in one click, track payments, follow up on unpaid bills, and simplify communication to accelerate payments.

Facturation
Quotes
Create quotes with a single click.

With SoftyPlanning, easily send your quotes by email directly from the software. Facilitate communication with your clients and optimize your sales processes.

Devis
Service Management
Create a catalog of your services.

Easily integrate additional services according to specific needs of interventions, for a more flexible and personalized management.

Gestion des Prestations
Planification des Interventions et Recherches Avancées
Optimize the management and search for interventions
Planification des Interventions et Recherches Avancées

SoftyPlanning simplifies the scheduling of your interventions with intuitive tools to schedule, adjust, and share schedules in real time. Use multi-criteria searches to quickly access necessary information (client, site, date, service, etc.). This flexibility improves coordination and operational efficiency, allowing for geographical grouping of interventions to optimize resources and reduce travel.

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Interventions Programming
Schedule interventions in advance and easily share them.

Schedule and adjust your interventions in real time. Share schedules with your teams or clients through a web interface for better coordination.

Interventions Programming
Geographical Grouping
Optimize travel by geographically grouping your interventions.

Organize interventions based on their location to reduce travel and optimize resources, thereby improving operational efficiency.

Geographical Grouping
Multi-criteria Searches
Access information quickly through multi-criteria searches.

Perform precise searches (client, site, date, service, etc.) to easily retrieve necessary data and streamline management.

Multi-criteria Searches
Schedule Views
Visualize your schedules from different angles.

Display schedules by contract, by day, or by staff, allowing you to better organize your resources and meet the specific needs of your business.

Schedule Views
Gestion des Interventions, Analyse et Personnalisation
Optimize and personalize your interventions
Intervention Management, Analysis and Customization

SoftyPlanning allows you to efficiently manage your recurring interventions with selection and copy-paste options, perfect for regular interventions. Connect the software to your accounting tools for simplified data export. Use analysis tools to track your financial performance and optimize your margins. Customize SoftyPlanning according to your company's specificities by configuring settings and adding branding elements for software perfectly tailored to your needs.

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Selection and Copy-Paste
Easily manage recurring interventions with multiple selection.

Save time by using copy-paste options to schedule regular interventions and optimize your operations.

Selection and Copy-Paste
Accounting Bridge
Integrate SoftyPlanning with your accounting tools.

Export your data directly to your accounting software, reducing manual entries and minimizing error risks.

Accounting Bridge
Results Analysis
Track and optimize your financial performance.

Analyze your margins and financial performance with SoftyPlanning's integrated tools to improve the profitability of your activities.

Results Analysis
Customization
Adapt SoftyPlanning to your company's specificities.

Configure settings, add logos, and create reference tables for software that perfectly meets your needs.

Customization

Advanced Options for Total Control
for total control

Distance Control
Optimize travel between interventions.

Visualize the distances between interventions to reduce unnecessary travel and optimize transportation costs.

Distance Control
Mapping and Geolocation
Track your sites and personnel in real-time.

Track the movements of sites and personnel in real-time on an interactive map.

Mapping and Geolocation
Group SMS Sending
Instant communication with your teams.

Send group SMS to sites or personnel to convey urgent information or intervention updates.

Group SMS Sending
Online Scheduling Consultation
Access schedules online.

Provide access to schedules for staff and clients through a secure web interface, enabling better collaboration and transparency.

Online Scheduling Consultation
Compliance Control and Anomaly Alert
Receive alerts to ensure compliance.

Notifications for unavailability, non-regulatory working hours, and other anomalies to ensure compliance with labor regulations.

Compliance Control and Anomaly Alert
Time Tracking and Hour Totalization
Automatic calculation of worked hours.

Track worked hours per day and month for easier payroll management and effective intervention tracking.

Time Tracking and Hour Totalization

Gestion des Personnels, Financeurs et Conformité Fiscale
Optimal monitoring of staff and tax compliance
Staff, Funders and Tax Compliance Management

With SoftyPlanning, track your staff availability and simplify replacements in case of absence to ensure service continuity. Easily manage funders for clients receiving assistance and automate the production of tax certificates. The software ensures tax compliance by generating the required documents, thereby facilitating administrative management and compliance with legal obligations.

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Funders Management
Easily manage funders for clients receiving assistance.

SoftyPlanning automates processes related to tax certificates and tax credits for simplified management.

Funders Management
Tax Certificates
Automatically generate necessary tax certificates.

Ensure tax compliance for your clients while simplifying the management of administrative documents.

Tax Certificates
Tax Credit and Urssaf
Simplify the management of tax credits for your eligible clients.

SoftyPlanning offers immediate Urssaf advance options for quick access to tax benefits, providing your clients with optimal financial support.

Tax Credit and Urssaf

Intervention Management Software

Time-saving and Optimized Productivity

SoftyPlanning is designed to facilitate and optimize your daily management, freeing up valuable time that you can devote to improving your services and satisfying your customers. With its rich features and intuitive interface, SoftyPlanning is the ideal tool for all companies looking to streamline their organization and improve their operational efficiency.